Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,667 | $93,617+6.5% | $135,982-26.7% | $75,177+32.6% |
| Participation rate | 82.9% | 75.2%+7.7pp | 81.9%+1.0pp | 67.2%+15.7pp |
| Annual return | 19.67% | 30.89%-11.2pp | 68.32%-48.7pp | 160.75%-141.1pp |
| Employer contribution / active EE | $3,998 | $3,538+13.0% | $4,859-17.7% | $2,671+49.7% |
| Participant deferral / active EE | $8,970 | $6,406+40.0% | $7,760+15.6% | $4,126+117.4% |
| Admin fee / account holder | $7,214 | $6,980+3.4% | $10,767-33.0% | $5,651+27.7% |